See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,096 | $148,534-90.5% | $135,903-89.6% | $139,434-89.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.96% | 79.19%-62.2pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,213 | $5,243-76.9% | $4,856-75.0% | $4,751-74.5% |
| Participant deferral / active EE | $1,724 | $8,100-78.7% | $7,758-77.8% | $6,710-74.3% |
| Admin fee / account holder | $128 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |